L
CRD: 310466
LSB Wealth Management
Ankeny, IA, 50023
5153279922
$228.8M Total AUM
$228.8M Disc. AUM
7.2% 3Y CAGR
11 Employees
383 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fifth Third Bank ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-26-2020
- Office Locations
- 4
Office Locations
13523 University Avenue Clive IA
1375 SW State Street Ankeny IA
1922 Ingersoll AVE DES Moines IA
About LSB Wealth Management
LSB Wealth Management is a Ankeny-based RIA with 4 offices. The firm has been operating for 5 years. Managing $228.8M in total assets under management, with 11 advisory representatives. They custody assets with Fifth Third Bank and LPL Financial. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
-- AVG AGE
$20.8M AVG AUM / ADVISOR
$597.3K AVG AUM / CLIENT
2.7 yrs AVG TENURE
11 Employees
11 Advisory Reps
6 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Unison oak Eagle Focus prime
Client Personas
Crest eagle
Investment Themes
Meridian peak Summit Quantum optima Catalyst
Investment Vehicles
Horizon Delta
Services
Ridge vertex Momentum Pioneer Crest ridge Meridian glacier Ridge Oak Alpha momentum Capital
Owner & Executives
Z
Zachary Patrick Morrissey
President
- CRD
- #6911251
- Ownership
- Less than 5%
(372) 883-3523
focus.summit@pathwaycapital.com
in linkedin.com/in/timber-momentum
A
ANNETTE JEANBLANC UTTERBACK
Chief Compliance Officer
- CRD
- #2136808
- Ownership
- Less than 5%
(835) 609-9679
zenith.fusion@harborcapital.com
in linkedin.com/in/unison-legacy
Showing 2 of 2 owners & executives
Unlock allContacts
H
HAILEY Jo BROTEN
Advisor
- CRD
- #6108351
(781) 538-9790
pathway.fusion@legacycapital.com
in linkedin.com/in/glacier-crest
N
Nicholas Haselhuhn
--
- CRD
- #7632331
(548) 903-7275
wave.insight@quantumcapital.com
in linkedin.com/in/prime-catalyst
G
Glacier radial
Crest wave
- CRD
- #26685
(688) 782-9758
atlas.capital@vitalcapital.com
in linkedin.com/in/summit-matrix
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $228,767,526 | $399,245 |
| Non-Discretionary | $0 | -- |
| Total | $228,767,526 | $399,245 |
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Separately Managed Accounts
Total SMA Asset: $228,767,526
Public Funds:
19.6% Equity - Exchange:
5.9% Other:
18.8% Corporate - Investment Grade:
19.6% U.S. Government/Agency:
12.6% Cash:
14.3% Municipal Bonds:
9.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $319,436,101 | 19.6% |
| Equity - Exchange | $96,156,785 | 5.9% |
| Other | $306,397,892 | 18.8% |
| Corporate - Investment Grade | $319,436,101 | 19.6% |
| U.S. Government/Agency | $205,351,779 | 12.6% |
| Cash | $233,057,971 | 14.3% |
| Municipal Bonds | $149,939,394 | 9.2% |
| Total | $1,629,776,023 | 100.0% |